DROMS STRAUSS ADVISORS, INC.
DBA: DROMS STRAUSS WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $806.3M |
| Discretionary | $789.4M98% of AUM |
| Non-Discretionary | $16.9M |
| Client Accounts | 1,260 |
| Avg Account Size | $640K |
| Employees | 8 |
| Peak AUM | $806.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $806M | +10.4% | +10.8% | +6.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $806.3M |
| Discretionary | $789.4M |
| Employees | 8 |
| Client Accounts | 1260 |
| Client Range | 51-100 |
Contact & Location
Address
501 N LINDBERGH BOULEVARD
ST. LOUIS MO 63141-7844
Phone
314-862-9100
Filing History
45 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$789M
97.9% of AUM
Non-Discretionary
$17M
2.1% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance Company